See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,393 | $180,028-49.8% | $138,135-34.6% | $158,922-43.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.57% | 21.68%-9.1pp | 20.51%-7.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,028 | $7,470-59.5% | $5,587-45.8% | $4,761-36.4% |
| Participant deferral / active EE | $4,069 | $7,717-47.3% | $6,431-36.7% | $5,982-32.0% |
| Admin fee / account holder | $6,085 | $17,912-66.0% | $11,856-48.7% | $11,246-45.9% |